Precision AI OS

Precision AI OS doesn't ship software you sign up for. Every page funnels to a 'discovery call,' and the company describes its own delivery as four stages — discover, build, launch, run and grow — ending with ongoing operation it continues to run for the client (https://getprecision.ai/how-it-works). The pricing page returns a 404 and no plan, tier or starting price appears anywhere on the site (checked https://getprecision.ai/pricing, 2026-10-06). That's a real difference from most listings here: you're buying custom-built agents and a managed pipeline around your firm's own procedures, not a license to a shared product, and the cost structure reflects a services engagement rather than a subscription.

The security page goes well past the usual 'enterprise-grade' language. Claims that are concrete enough to evaluate: every database table carries a firm identifier and row-level security is enforced at the database layer (not just application code); files are encrypted with AES-256-GCM under a key unique to each firm, itself protected by Google Cloud KMS; a language model cannot be called by the system unless it is covered by a zero-data-retention, no-training agreement with prompt logging and shared-provider fallback off, which is enforced in code rather than policy; OCR runs on Google Cloud's Document AI; approval records are written to a store that can't be edited or deleted during the retention period, even by Precision's own administrators (https://getprecision.ai/security). The company states plainly that it has not completed a SOC 2 audit and that its controls are 'designed against' SOC 1/SOC 2 criteria rather than certified — an honest gap disclosure rather than a glossed-over one.

Co-founder Steven de la Fe, CPA, was CFO & Executive Director of Operations at Taxfyle, a tax-prep marketplace; this is independently corroborated by ZoomInfo, TheOrg and a Miami Herald profile of the Taxfyle team (https://theorg.com/org/taxfyle/org-chart/steven-de-la-fe, https://www.miamiherald.com/news/business/technology/article72342392.html). Co-founder Phillip Ingelmo is also named in that same Miami Herald piece as part of the Taxfyle team. Precision's own about page says the pair took Taxfyle 'from $0 to $25M in annual recurring revenue' over roughly ten years (https://getprecision.ai/about) — that specific ARR figure is a vendor claim we could not independently verify and should be read as such, but the underlying fact that both founders spent years operating a tax-services marketplace, rather than coming from a general SaaS background, is corroborated.

The company's own about page lists 2026 as its founding year, and its Trustpilot profile (claimed September 2026) shows zero reviews and a 0.0 score (https://www.trustpilot.com/review/getprecision.ai, checked 2026-10-06). A search of G2 turns up no listing for Precision AI OS. Every workspace screenshot and case example on the site — client names, engagement data, the review workflow — is explicitly labeled 'Illustrative example data' or 'Example client,' which is honest labeling but also means there is no named customer, published outcome or third-party review to weigh yet.

Precision AI OS's own about page explicitly states it is 'not affiliated with, endorsed by or sponsored by Precision AI Systems (precisionaisystems.com) or Palo Alto Networks' (https://getprecision.ai/about). The legal entity behind the product is Precision AI LLC, a Florida LLC, with Precision AI OS as a fictitious/trade name.

The site's resource section (10 articles as of this check) cites primary sources throughout — BDO, Capstone Partners, PSMJ, a Stanford GSB working paper, Thomson Reuters' Future of Professionals survey, Microsoft Learn documentation and NIST's AI Risk Management Framework — with inline links rather than restated-as-fact vendor claims (https://getprecision.ai/resources, https://getprecision.ai/resources/ai-adoption-firm-valuation). It's marketing content in service of lead generation, but it's unusually careful marketing content: claims are attributed to named studies, dates are given, and the valuation article explicitly states 'none of the sources below states an automatic AI premium, and nobody should promise you one.'